Silverlake Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Silverlake Wealth Management’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329K	Sell	2,104 -46	-2%	-$7.08K	0.06%	281
2026 Q1	$326K	Buy	2,150 +7	+0.3%	+$1.06K	0.07%	270
2025 Q4	$302K	Buy	2,143 +10	+0.5%	+$1.41K	0.07%	264
2025 Q3	$303K	Sell	2,133 -17	-0.8%	-$2.35K	0.07%	260
2025 Q2	$286K	Buy	+2,150	New	+$278K	0.08%	251
2024 Q1	–	Sell	-1,941	Closed	-$228K	–	245
2023 Q4	$228K	Sell	1,941 -820	-30%	-$90.2K	0.13%	197
2023 Q3	$297K	Hold	2,761	–	–	0.17%	164
2023 Q2	$313K	Hold	2,761	–	–	0.17%	147
2023 Q1	$324K	Hold	2,761	–	–	0.2%	136
2022 Q4	$333K	Hold	2,761	–	–	0.21%	129
2022 Q3	$296K	Hold	2,761	–	–	0.2%	131
2022 Q2	$325K	Hold	2,761	–	–	0.21%	126
2022 Q1	$354K	Buy	2,761 +258	+10%	+$32.2K	0.2%	137
2021 Q4	$307K	Buy	+2,503	New	+$298K	0.17%	148

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Silverlake Wealth Management's DVY Position: Q2 2026 in Review

Silverlake Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 2.1% in Q2 2026, selling an estimated $7.08K and leaving 2,104 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #281.

Silverlake Wealth Management first reported a position in DVY in Q4 2021 and has held it in 14 quarters since. The position peaked at $354K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Silverlake Wealth Management held 2,104 shares of iShares Select Dividend ETF worth $329K as of Q2 2026.
Silverlake Wealth Management sold 46 iShares Select Dividend ETF shares in Q2 2026, an estimated $7.08K.
iShares Select Dividend ETF made up 0.06% of Silverlake Wealth Management's portfolio in Q2 2026, its #281 holding.
Silverlake Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 14 quarters since.
Silverlake Wealth Management's iShares Select Dividend ETF position peaked at $354K in Q1 2022.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.